Mod #1583 Choco EDI Interface
Contents
The Choco EDI Import process is accessed from the entree Import utility using the “Choco EDI” option. This utility imports a CSV Purchase Order from Choco locations and converts it into an entrée invoice. A confirmation file will be returned for each order file successfully received/processed.
The utility will also have an option to generate and transmit a file containing order guides for the Choco locations, as well as an option to send the full item catalog of all active items.
Imports/Exports can be manually executed as well as automated through the TEA Scheduling utility.
Related:
Mod #1664 Choco EDI Prevent pricing in Order Guide
Mod #1665 Choco EDI Send On Hand Qty in the Order Guide
Files Exchanged
Transfer Type: SFTP username + password
Document |
Import/Export |
Naming convention |
Send/Receive Frequency |
Format (edi/flat/csv) |
|---|---|---|---|---|
Orders |
Import |
YYYY.csv |
Hourly |
CSV comma delimited |
Order Guide Files |
Export |
mmddyyhhnnsszzz + OrderGuide_XXXX.csv |
Weekly |
CSV comma delimited |
Catalog |
Export |
catalog-MM/DD.csv |
Weekly |
CSV comma delimited |
Order Confirmation |
Export |
YYYY.csv |
Upon invoice creation |
CSV comma delimited |
YYYY = Choco Order Number
XXXX = Customer Number
File Path Information
Path Type |
Location |
|---|---|
Import Staging |
SharedFolder\xx\Choco\Orders |
Import Archive |
SharedFolder\xx\Choco\Orders\Archive |
Export Staging |
SharedFolder\xx\Choco\Order Guides\ |
Export Archive |
SharedFolder\xx\Choco\Order Guides\Archive |
Export Staging |
SharedFolder\xx\Choco\Catalogs\ |
Export Archive |
SharedFolder\xx\Choco\Catalogs\Archive |
•xx in the above paths is a place holder for the entrée company number
entrée configuration and settings
This section should list any areas of entrée that need to be configured
Utility |
Section |
Field |
Value |
|---|---|---|---|
Customer Maintenance |
Miscellaneous Tab, in the Export Options section |
Choco Customer |
Checkbox |
Updates
V4.5.4.2 Updated the Choco EDI Order Guide export to always send invoice item price.
V4.5.3 Updated the Choco EDI to exclude inactive customers from the Order Guide export.